Filed January 5, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,654 | $92,055+77.8% | $106,213+54.1% | $77,643+110.8% |
| Participation rate | 89.5% | 81.0%+8.5pp | 75.3%+14.2pp | 70.6%+18.9pp |
| Annual return | 19.66% | 17.91%+1.8pp | 116.14%-96.5pp | 31.24%-11.6pp |
| Employer contribution / active EE | $9,068 | $3,367+169.3% | $3,171+185.9% | $2,726+232.7% |
| Participant deferral / active EE | $19,137 | $5,386+255.3% | $5,016+281.5% | $4,647+311.8% |
| Admin fee / account holder | -$26 | $219-112.0% | $11,033-100.2% | $430-106.1% |